Just Eat Takeaway.com

Takeaway.com NV. Takeaway.com NV, formerly Takeaway Com Holding BV, is a company based in the Netherlands that operates an online food delivery marketplace. The Company focuses on connecting consumers and restaurants, and allows users to order food from nearby restaurants and have the food delivered to their homes. The Company transmits the order placed by customers and forwards it to restaurants, which prepare and deliver the meal. It is present in Portugal, France, Switzerland, Austria, Luxembourg, Belgium, the Netherlands, Germany, Poland, Bulgaria, Romania and Vietnam, and operates the Websites Lieferando.de, Lieferservice.at, Lieferservice.ch, Pizza.be, Pizza.fr, Pizza.lu, Pizza.pl, Pyszne.pl, BGmenu.com, Oliviera.ro, Takeaway.com, Thuisbezorgd.nl and Vietnammm.com. The platforms feature various kinds of restaurants.
  • TickerTKWY
  • ISINNL0012015705
  • ExchangeEuronext Amsterdam
  • SectorGeneral Retailers
  • CountryNetherlands
Wim Gille

JUST EAT TAKEWAY.COM : Battle of North America just started

We like the acquisition of Grubhub more than doubles TKWYs TAM, while the share count increases by only 40%. This offers a lot of long-term upside if TKWY can fix Grubhubs current shortcomings. Meanwhile TKWY keeps expanding its market leading position in every country that matters, while the competition is increasingly fighting an uphill battle. Unit economics for Logistics in Europe don’t work today and pending regulation will only make things worse for TKWYs peers. Further cem...

Emmanuel Matot

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/11/2021

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Bruno Cavalier ...
  • Emmanuel Matot

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 11/06/2021

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Wim Gille

JUST EAT TAKEWAY.COM : The semi-finals in the world championship – part 1

>Big is beautiful - The EGM of Grubhub approved the business combination of TKWY and GRUB, which was the last big hurdle to take. TKWY will now list its ADRs on Nasdaq enabling them to finalise the acquisition of GRUB on Tuesday 15 June. We will formally update our estimates after completion next week, but expect Grubhub to add some 50% in revenues and gross profit and increase the share count by 40%. This will make TKWY the biggest food delivery company outside China...

Wim Gille

JUST EAT TAKEWAY.COM : Expanding into lunch with a global partnership with Sodexo

>Facts - TKWY and Sodexo have signed a global partnership, which will kick-off this week in Belgium and will extend to other European countries in the coming period. Consumers can now use their Sodexo meal Card as a payment method for ordering their meals at a wide variety of restaurants. The deal starts in Belgium, but more countries - including France where Uber signed a similar deal several months ago - will follow in the course of the year.Our view - §...

Just Eat Takeaway.Com NV: 1 director sold

A director at Just Eat Takeaway.Com NV sold 35,000 shares at 109.140EUR and the significance rating of the trade was 74/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The nam...

Wim Gille

JUST EAT TAKEWAY.COM : Battle of North America just started

We like the acquisition of Grubhub more than doubles TKWYs TAM, while the share count increases by only 40%. This offers a lot of long-term upside if TKWY can fix Grubhubs current shortcomings. Meanwhile TKWY keeps expanding its market leading position in every country that matters, while the competition is increasingly fighting an uphill battle. Unit economics for Logistics in Europe don’t work today and pending regulation will only make things worse for TKWYs peers. Further cem...

Wim Gille

JUST EAT TAKEWAY.COM : The semi-finals in the world championship – part 1

>Big is beautiful - The EGM of Grubhub approved the business combination of TKWY and GRUB, which was the last big hurdle to take. TKWY will now list its ADRs on Nasdaq enabling them to finalise the acquisition of GRUB on Tuesday 15 June. We will formally update our estimates after completion next week, but expect Grubhub to add some 50% in revenues and gross profit and increase the share count by 40%. This will make TKWY the biggest food delivery company outside China...

Wim Gille

JUST EAT TAKEWAY.COM : Expanding into lunch with a global partnership with Sodexo

>Facts - TKWY and Sodexo have signed a global partnership, which will kick-off this week in Belgium and will extend to other European countries in the coming period. Consumers can now use their Sodexo meal Card as a payment method for ordering their meals at a wide variety of restaurants. The deal starts in Belgium, but more countries - including France where Uber signed a similar deal several months ago - will follow in the course of the year.Our view - §...

ING
ING Helpdesk

Benelux Morning Notes

Belgian telcos: 5G auction in Spring 2022, 4th operator decision now due in Summer 2021. D'Ieteren: Guidance increased to >45% PBT growth, from >25%, after strong Q1. Fagron: Cornerstone investor Alychlo sells down 5%. Just Eat Takeaway.com: Signs partnership with Sodexo

ING
ING Helpdesk

Benelux Morning Notes

D'Ieteren: 1Q21 preview. Just Eat Takeaway.com: Peer M&A in Balkans/Romania. Sligro: Take-off?

Expert Corporate Governance Service (ECGS)

Just Eat Takeaway.com - AGM 07 October 2020

In general, Just Eat Takeaway.com is in compliance with the Dutch regulations relating to the organisation and procedures of the Extraordinary General Meeting.Under ITEM 2a approval of a transaction with US-based Grubhub is sought. ECGS notes that Just Eat Takeawway.com is the result of a recent merger between Dutch-based  Takeaway.com and UK-based Just Eat of which the integration is still ongoing. Therefore, ECGS deems it a rather bold move of the combination to enter into an agreement to acquire US-based Grubhub, which, in terms of size and complexity, is larger than the combination of Tak...

Expert Corporate Governance Service (ECGS)

Just Eat Takeaway.com – AGM 14 May 2020

In general, Just Eat Takeaway.com is in compliance with the Dutch regulations relating to the organisation and procedures of the Annual General Meeting.   Under ITEM 3 approval is sought of the Company's executive remuneration policy. Although ECGS acknowledges the increased size of Just Eat Takeaway.com, it does NOT approve of the maximum variable remuneration, corresponding to 350% of annual base salary (150% ST and 200% LT). Accordingly, ECGS recommends to vote OPPOSE.   Under ITEM 4 approval is sought for the compensation of the supervisory board. ECGS notes that it is proposed to incr...

Expert Corporate Governance Service (ECGS)

Takeaway.com - EGM 09 January 2020

In general, Takeaway.com is in compliance with the Dutch regulations relating to the organisation and procedures of the Extraordinary General Meeting. Under ITEM 2a approval of a combination with UK-based Just Eat is sought. ECGS deems it a rather bold move of Takeaway.com, a company that has never been profitable, to enter into a combination with UK-based Just Eat, which, in terms of size and complexity, is the substantially larger company of the two. Pursuant to the terms of the Offer, Takeaway.com offers 0.12111 company shares for each share held in Just Eat. On the basis of the closing p...

Expert Corporate Governance Service (ECGS)

Takeaway.com - EGM 04 December 2019

In general, Takeaway.com is in compliance with the Dutch regulations relating to the organization and procedures of the Extraordinary General Meeting. Under ITEM 2a approval of a combination with UK-based Just Eat is sought. ECGS deems it a rather bold move of Takeaway.com, a company that has never been profitable, to enter into a combination with UK-based Just Eat, which, in terms of size and complexity, is the substantially larger company of the two. Pursuant to the terms of the Offer, Takeaway.com offers 0.09744 company shares for each share held in Just Eat. On the basis of the closing p...

Expert Corporate Governance Service (ECGS)

Takeaway.com - AGM 14 May 2019

In general, Takeaway.com ("Takeaway") is in compliance with the Dutch regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEM 2d, the supervisory board seeks approval to amend the Company's (executive) remuneration policy. Although ECGS acknowledges the significant growth (in terms of number of employees, revenues and market capitalisation) of Takeaway, it does not approve of the proposed steep increases of executive compensation. ECGS furthermore notes that LT incentives consist of performance options, whereas ECGS favours performance shares as a pre...

Tony Lebon

Following the departure of one analyst, we terminate the coverage with recommendation of the following issuers: Amadeus IT Group, ams, Delivery Hero, Econocom, HelloFresh, Indra Sistemas, Ingenico, Just Eat Takeaway.com, Korian, Nexi, Outokumpu, Soitec et Worldline.  - We intend to resume coverage of some or all of these companies once a new analyst has joined us. In the meantime, we will continue to monitor the newsflow of these issuers in our morning document. - Previous credit o...

Tony Lebon

Following the departure of one analyst, we terminate the coverage with recommendation of the following issuers: Amadeus IT Group, ams, Delivery Hero, Econocom, HelloFresh, Indra Sistemas, Ingenico, Just Eat Takeaway.com, Korian, Nexi, Outokumpu, Soitec et Worldline.  - We intend to resume coverage of some or all of these companies once a new analyst has joined us. In the meantime, we will continue to monitor the newsflow of these issuers in our morning document. - Previous credit o...

Tony Lebon

MTU Aero Engines : Initiating credit coverage of Just Eat Takeaway.com, Delivery Hero and HelloFresh

>Initiating credit coverage of Just Eat Takeaway.com, Delivery Hero and HelloFresh - We initiate the coverage of the three food delivery companies within the convertible bond universe with the following markets recommendations (note that the hierarchy is fairly in line with our ESG analysis):1/ Buy on Hello Fresh 2025 CB. This instrument has a negative carry of -9% as it is in the money (conversion price of EUR 51 vs stock price of EUR 63). Based on the curr...

Tony Lebon

MTU Aero Engines : Initiating credit coverage of Just Eat Takeaway.com, Delivery Hero and HelloFresh

>Initiating credit coverage of Just Eat Takeaway.com, Delivery Hero and HelloFresh - We initiate the coverage of the three food delivery companies within the convertible bond universe with the following markets recommendations (note that the hierarchy is fairly in line with our ESG analysis):1/ Buy on Hello Fresh 2025 CB. This instrument has a negative carry of -9% as it is in the money (conversion price of EUR 51 vs stock price of EUR 63). Based on the curr...

Emmanuel Matot

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/11/2021

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Bruno Cavalier ...
  • Emmanuel Matot

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 11/06/2021

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Ahmed Ben Salem ...
  • Sylvain Goyon, CFA

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/15/2021 /

Since its publication on 25 January 2021, ODDO BHF’s Convictions list has gained 11.3% in absolute terms, i.e. an outperformance of 3.3% vs Stoxx 600. The ongoing cyclical acceleration implies no upheaval to the sector make-up. Conversely, we are making a switch on our IT line with the removal of STMicroelectronics, exposed to Apple, in favour of Infineon for which visibility has improved due to the shortage of semiconductors in the automobile sector. - ...

Ahmed Ben Salem ...
  • Sylvain Goyon, CFA

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/04/2021 /

Depuis sa publication le 25 janvier dernier, la liste Convictions ODDO BHF est en hausse de 11,3% en absolu soit une surperformance de 3,3% vs Stoxx 600. L’accélération cyclique en cours n’implique pas de bouleversement dans la composition sectorielle. En revanche nous arbitrons au sein de notre ligne l’IT avec la sortie de STM, exposé à Apple, en faveur d’Infineon dont la visibilité est accrue en raison de la pénurie de semi-conducteurs dans le secteur automobile. - ...

Increased risk weighs on JUST EAT TAKEAWAY, penalising its rating down to Neutral

The independent financial analyst theScreener just lowered the general evaluation of JUST EAT TAKEAWAY (NL), active in the Food Retailers & Wholesalers industry. As regards its fundamental valuation, the title still shows 1 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as moderately risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Neutral. As of the analysis date March 16, 2021, the closing price was EUR 83.80 and its target price was estimated at EUR 66.91.

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